Webinar Recording: Pension Decisions: Lump Sum vs. Lifetime Annuity
If you have a choice between receiving a lump sum upon retirement or a lifetime annuity, which decision is better? A great deal depends on your unique circumstances and goals. […]
Webinar Recording: The Regret-Proof Life: How to Make Important Decisions During Stressful Times
Very often, we make decisions based on stress, fear, or a reactive response. But that can be a recipe for regret. This webinar addresses being more thought aware, making intentional […]
Webinar Recording: Special Needs Planning: Answering Common Financial and Legal Questions
Parents of disabled children often worry about the future. Will there be enough money? What do they need to arrange legally as their children reach adulthood? This webinar addresses financial […]
Webinar Recording: The Best and Worst Questions to Ask When Choosing a Financial Advisor
Often, when looking for a financial advisor, clients look up a list of questions to ask on the internet. But these aren’t always the questions with the most helpful answers. […]
Types of Financial Advisor: What Is a CFP?
Today, we will talk about the certified financial planner designation, what qualifications it describes, and what a CFP can do for you.
Webinar Recording: Building Personal Resiliency in Uncertain Times
The past few years have been difficult for many of us. While some bounce back and go on to achieve their goals, some flounder and despair. Resiliency is the ability […]
Webinar Recording: The Market Through the Lens of Today’s Headlines – and What to Do About It
Few people five years ago expected the economy to be in this state, and many portfolios weren’t prepared. Yet watching the news too closely can result in fear, anxiety, and […]
Webinar Recording: How Does a Financial Advisor Get Paid and How Do They Add Value?
One of clients’ chief concerns when considering hiring a financial advisor is cost. Many people are confused about how advisors are compensated and what each offers for their fees. This […]
How Does a Financial Advisor Get Paid?
Financial advisors can be paid in different ways. Depending on your situation, one pay structure or another might come out cheaper for you.
Webinar Recording: What Type of Financial Planner Do I Need?
The word “financial advisor” covers several different types of professionals, with different licenses, who can help you in different ways. Finding the right kind of professional the first time can […]